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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $37,311 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,453 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $8,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,603 | $79,169-31.0% | $100,415-45.6% | $74,478-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 12.97% | 20.51%-7.5pp | 49.47%-36.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,148 | $3,017-61.9% | $3,943-70.9% | $2,626-56.3% |
| Participant deferral / active EE | $1,743 | $7,751-77.5% | $8,091-78.5% | $4,350-59.9% |
| Admin fee / account holder | $407 | $1,337-69.6% | $7,906-94.9% | $1,946-79.1% |